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The Bypass Trust: Using Disclaimers to Manage Large IRA Balances
- Source :
- California CPA. Dec, 2001, Vol. 70 Issue 6, p13, 2 p.
- Publication Year :
- 2001
-
Abstract
- Trying to fund a bypass trust can be problematic if clients only have a residence and a large retirement plan as their major assets. On the surface, a residence isn't [...]
Details
- ISSN :
- 15304035
- Volume :
- 70
- Issue :
- 6
- Database :
- Gale General OneFile
- Journal :
- California CPA
- Publication Type :
- Periodical
- Accession number :
- edsgcl.80863669